FMB WEALTH MANAGEMENT
WESTLAKE VILLAGE CA · SEC CIK 0002040224
$2.42亿2026Q1 申报市值
73持仓数
63.8%前十大占比 · 第一大 18.3%
1 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$254.22万
AVUS 加仓+$189.61万
VO 新建仓+$87.59万
DFIC 加仓+$66.82万
DFSD 加仓+$48.35万
2026Q1 卖出最多 按季末市值估算
DFAE 减仓-$254.50万
SPY 减仓-$248.36万
IWR 清仓-$179.55万
GNR 清仓-$135.46万
DFAI 减仓-$110.19万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $0 | 0.00% | 0 | -18,651 | -100.0% | -$179.55万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -21,799 | -100.0% | -$135.46万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -2,638 | -100.0% | -$80.17万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -4,846 | -100.0% | -$58.24万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,276 | -100.0% | -$41.11万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -319 | -100.0% | -$34.13万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -258 | -100.0% | -$27.70万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,215 | -100.0% | -$25.20万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -705 | -100.0% | -$24.26万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,309 | -100.0% | -$24.01万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,347 | -100.0% | -$23.94万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -510 | -100.0% | -$23.91万 | 清仓 |
| HSBC | HSBC HLDGS PLC | $0 | 0.00% | 0 | -3,010 | -100.0% | -$23.68万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -3,145 | -100.0% | -$23.11万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,238 | -100.0% | -$22.77万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -589 | -100.0% | -$21.80万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,419 | -100.0% | -$20.33万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -11,812 | -100.0% | -$6.26万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $6.50万 | 0.03% | 11,719 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.13万 | 0.09% | 2,275 | -506 | -18.2% | -$4.70万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $21.49万 | 0.09% | 1,617 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $21.99万 | 0.09% | 2,728 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.83万 | 0.09% | 351 | -3,819 | -91.6% | -$248.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.42万 | 0.10% | 6,372 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.76万 | 0.10% | 4,396 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.82万 | 0.10% | 975 | -452 | -31.7% | -$11.04万 | 减仓 |
| C | CITIGROUP INC | $25.94万 | 0.11% | 2,287 | -331 | -12.6% | -$3.75万 | 减仓 |
| CAT | CATERPILLAR INC | $27.14万 | 0.11% | 383 | -110 | -22.3% | -$7.79万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $27.57万 | 0.11% | 6,710 | 1,532 | 29.6% | $6.29万 | 加仓 |
| MLRG | ISHARES TR | $28.65万 | 0.12% | 3,188 | 0 | 0.0% | — | 不变 |
| ANAB | ANAPTYSBIO INC | $31.01万 | 0.13% | 5,592 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $31.03万 | 0.13% | 1,829 | -1,082 | -37.2% | -$18.35万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $32.93万 | 0.14% | 5,490 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $33.37万 | 0.14% | 7,581 | 379 | 5.3% | $1.67万 | 加仓 |
| BAC | BANK AMERICA CORP | $33.98万 | 0.14% | 6,971 | -1,723 | -19.8% | -$8.40万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $34.95万 | 0.14% | 974 | -29 | -2.9% | -$1.04万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $37.60万 | 0.16% | 1,760 | -300 | -14.6% | -$6.41万 | 减仓 |
| AVGO | BROADCOM INC | $37.89万 | 0.16% | 1,224 | -1,013 | -45.3% | -$31.36万 | 减仓 |
| BA | BOEING CO | $38.41万 | 0.16% | 1,930 | -126 | -6.1% | -$2.51万 | 减仓 |
| META | META PLATFORMS INC | $38.79万 | 0.16% | 678 | -494 | -42.2% | -$28.26万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $40.72万 | 0.17% | 5,529 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $41.44万 | 0.17% | 1,227 | -205 | -14.3% | -$6.92万 | 减仓 |
| NFLX | NETFLIX INC. | $44.90万 | 0.19% | 4,670 | -1,040 | -18.2% | -$10.00万 | 减仓 |
| TSLA | TESLA INC | $47.36万 | 0.20% | 1,274 | -529 | -29.3% | -$19.67万 | 减仓 |
| AMZN | AMAZON COM INC | $47.82万 | 0.20% | 2,296 | -2,012 | -46.7% | -$41.91万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $53.07万 | 0.22% | 6,967 | 919 | 15.2% | $7.00万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $58.92万 | 0.24% | 6,269 | -340 | -5.1% | -$3.20万 | 减仓 |
| GOOG | ALPHABET INC | $61.73万 | 0.26% | 2,152 | -1,299 | -37.6% | -$37.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.93万 | 0.26% | 1,334 | -425 | -24.2% | -$20.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $66.21万 | 0.27% | 26,752 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $67.95万 | 0.28% | 1,836 | -1,570 | -46.1% | -$58.11万 | 减仓 |
| GOOGL | ALPHABET INC | $75.79万 | 0.31% | 2,636 | -1,402 | -34.7% | -$40.31万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $85.61万 | 0.35% | 11,581 | 318 | 2.8% | $2.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $87.59万 | 0.36% | 3,050 | 3,050 | — | $87.59万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $90.43万 | 0.37% | 11,533 | -445 | -3.7% | -$3.49万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $90.47万 | 0.37% | 12,262 | 973 | 8.6% | $7.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $96.76万 | 0.40% | 27,615 | -220 | -0.8% | -$7,709 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $110.59万 | 0.46% | 22,140 | 2,041 | 10.2% | $10.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $112.40万 | 0.47% | 1,947 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $128.40万 | 0.53% | 12,858 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $131.79万 | 0.55% | 31,589 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $139.00万 | 0.58% | 2,128 | 25 | 1.2% | $1.63万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $154.75万 | 0.64% | 44,790 | -566 | -1.2% | -$1.96万 | 减仓 |
| CVX | CHEVRON CORPORATION | $161.10万 | 0.67% | 7,787 | -573 | -6.9% | -$11.85万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $183.23万 | 0.76% | 5,602 | -77 | -1.4% | -$2.52万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $211.26万 | 0.87% | 26,218 | 1,545 | 6.3% | $12.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $223.06万 | 0.92% | 94,317 | 6,353 | 7.2% | $15.02万 | 加仓 |
| AMGN | AMGEN INC | $226.36万 | 0.94% | 6,434 | -589 | -8.4% | -$20.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $243.50万 | 1.01% | 13,962 | -4,887 | -25.9% | -$85.23万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $258.20万 | 1.07% | 23,373 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $282.51万 | 1.17% | 8,806 | 7,924 | 898.4% | $254.22万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $287.96万 | 1.19% | 85,045 | -75,162 | -46.9% | -$254.50万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $315.58万 | 1.31% | 62,232 | -341 | -0.5% | -$1.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $336.27万 | 1.39% | 46,653 | 2,185 | 4.9% | $15.75万 | 加仓 |
| AAPL | APPLE INC | $413.76万 | 1.71% | 16,303 | -3,406 | -17.3% | -$86.44万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $428.29万 | 1.77% | 81,147 | -1,429 | -1.7% | -$7.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $446.05万 | 1.85% | 62,710 | -2,234 | -3.4% | -$15.89万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $493.48万 | 2.04% | 126,664 | -28,283 | -18.3% | -$110.19万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $512.22万 | 2.12% | 105,699 | -849 | -0.8% | -$4.11万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $545.65万 | 2.26% | 61,992 | -788 | -1.3% | -$6.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $647.82万 | 2.68% | 76,358 | 4,750 | 6.6% | $40.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $657.52万 | 2.72% | 105,287 | -556 | -0.5% | -$3.47万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $763.07万 | 3.16% | 159,372 | 10,098 | 6.8% | $48.35万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $804.47万 | 3.33% | 113,450 | 1,019 | 0.9% | $7.23万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $981.06万 | 4.06% | 217,434 | -630 | -0.3% | -$2.84万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $993.39万 | 4.11% | 279,591 | 18,808 | 7.2% | $66.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,371.05万 | 5.67% | 203,002 | -653 | -0.3% | -$4.41万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,618.97万 | 6.70% | 476,589 | 10,972 | 2.4% | $37.27万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,880.71万 | 7.78% | 169,159 | 17,054 | 11.2% | $189.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,944.52万 | 8.04% | 327,637 | -1,206 | -0.4% | -$7.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,417.78万 | 18.28% | 1,136,845 | 4,183 | 0.4% | $16.26万 | 加仓 |